Withholding lets you place a quantity on a daily inspection without billing it yet, for example when work is waiting on material certification. You record a reason with each withheld quantity, and release it to bill later.
Withholding happens in two steps:
Withhold the quantity while placing items on a daily inspection. This article covers the first step.
Release the withheld quantity on a pay request when it is ready to bill. See Releasing Withheld Items.
How to withhold an item on an inspection
Start while placing items on a daily inspection. After you place an item, a withhold control shaped like a hand icon appears next to it.
Click the withhold (hand) icon next to the item to open the withholding window.
Enter the quantity to withhold and a reason for withholding it.
Click Apply Withholding to save.
You can withhold between 0 and the quantity placed for that item on the inspection. For example, if you place 15 of an item, you can withhold between 0 and 15.
The item row then shows a withheld quantity. The withheld quantity and reason also appear on the inspection review screen and on any PDF export of the inspection.
How withheld work appears later
On a pay request, withheld quantity is shown for context but billed at a zero amount, so it does not add to the total until you release it. To bill it, release the quantity on a pay request. See Releasing Withheld Items. To review everything that has been withheld and when it was released, use the Withheld Items Report.
Troubleshooting
My withheld quantity is not billing. Withheld quantity does not bill until you release it on a pay request. Open the pay request builder and use View Withheld Items to release it.
I cannot withhold as much as I want. You can only withhold up to the quantity placed for that item on the inspection.